Genie Stowers		Public Administration Program San Francisco State University

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PA 730 Spring 2007: Public and Nonprofit Budgeting

• Dropkin, Murray and LaTouche, Bill. 1998. The Budget-Building Book for Nonprofits : A Step-by-Step Guide for Managers and Boards. San Francisco: Jossey-Bass. (DL)
• Lee, Robert D., Jr.; Johnson, Ronald W.; and Joyce, Philip G. 2004. Public Budgeting Systems (7th Edition). Boston: Jones and Bartlett Publishers. (LJJ)
• Simon, Jinjer. 2003. Excel Data Analysis (2nd Edition). Wiley Publishing. (Excel)
• Stowers, Genie N.L. 2006. Budget Analysis Workbook. Available at SFSU Franciscan Shop. (WB)
• Tufte, Edward R. 2003. The Cognitive Style of PowerPoint. Cheshire, Connecticut: Graphics Press. (T)
• Case C16-91-1090.0: Implementing Budget Reform in the Boston School Department. Kennedy School of Government CaseWeb, Harvard University Students order directly online from http://www.ksgcase.harvard.edu/. (Case)

• Excel Pre-Test
  • pre-test file budget_list.xls
  • pre-test file US Defense budget over time.xls
• Excel Exercise 1
  • example 1-1
  • example 1-2
  • example 1-3
• Excel Exercise 2
  • example 2-1 sorting
  • example 2-2 functions
  • example 2-3 connecting worksheets
  • example 2-4 more complex formulas
  • example 2-5 connecting worksheets
  • DOJ07_SumOfSelected EmpCat.xls file for Excel Exercise 2
• Excel Exercise 3
  • fy2006_m1 military personnel data.xls
  • example 3-1conditional formatting
  • example 3-2 template files
  • example 3-3 webpages
  • example 3-4 tracing formulas
  • example 3-5 tracing formulas again
• Excel Exercise 4
  • whatif1.xls for exercise
  • whatif2.xls for exercise
• Excel Exercise 5
  • example 5-1 organizing files
  • example 5-2 protection
  • example 5-3 moving and inserting
  • example 5-4 collaborating and tracking changes
  • example 5-5 others doing data input
• Excel Exercise 7
  • example 7-1 graphing
• Excel Exercise 8
  • shelter_data.xls

• University of Toledo Proposed Budget 2002-2003
• University of Kentucky Athletic Department FY 04 Budget
• Orange County Probation Department 2004-2005 Report
• Department of Commerce Technology Administration FY 2006 Budet Request to Congress
• City of Long Beach FY 2007 Proposed Budget
• White House Information Technology Budget FY 2007
• Irving, Texas Strategic Budget Presentation 2006-2007
• U.S. Department of Energy Proposed 2007 Budget

Budget Skills and Information

• Budgets Formatted -- the Look and Feel
  • FEMA example
  • Napa County Grand Jury budget
  • Sample from Nonprofit Works-- find line item budget
  • Redwood City Budget-- page 16 and 17 of the pdf
  • City of Mill Valley Government and Administrative Services
• Budget Types in General
  • State of Texas description of different formats
• Budget Types-- Line Item Budgets
  • Robert Wood Johnson Foundation Sample Line Item Budget
  • World Bank Institute-- Intergovernmental Fiscal Relations and Local Financial Management Program -- see line item on this page
  • City of Emeryville (page 17, Department level budget-- City Council)
  • Example of Line Item budget for Grant Proposal--Wabash University
  • California Water Resources Control Board line item budget template
  • CASA (Court Appointed Special Advocates) budgets
• Budget Types-- Program Budgets
  • Boston Public Schools Program Budget
  • U.S. AID West Bank and Gaza Aid Program Budget
  • Nassau County, New York Office of Management and Budget-- page 16
• Budget Types-- Performance Budgets
  • City of Sunnyvale Concrete Maintenance Performance Budget
• Budget Types-- Other
  • Mission Based Budgeting at University of Florida
  • AAMC Mission Based Budgeting
  • Zero Based Budgeting and why it didn't work in Oklahoma
• Budget Letters / Messages
  • City of Mill Valley
  • Napa County
  • City of San Carlos
  • City of Pleasonton-- page 17
• Government / Nonprofit Introduction to Budgets for Citizens
  • City / County of San Francisco
  • City of San Carlos
• Budget Graphs
  • Napa County
    • Revenue Graph
    • Expenditures Graph
  • City of Pleasonton -- pie charts page 86, 87
  • Redwood City graphs on page 11
• Budget Narrative
  • Napa County-- starts at pg. 52 and continues on-- see narrative with graphs and format
• Organization Charts
  • City of Pleasonton-- page 11

Federal / National Resources

• Center on Budget and Policy Priorities
• Congressional Budget Office
• U.S. Council of Economic Advisors
• U.S. Joint Economic Committee
• U.S. Office of Management and Budget
  • President's Proposed 2006 Budget

State Resources

• California Budget Challenge
• California Budget Project
• California Connected
• California Legislative Analyst Office (LAO)
• State of California
  • Department of Finance
    • Governor's Proposed Budget 2005-2006
    • Other Budget Documents

Local Resources

• Association of Bay Area Governments (ABAG)
  • Listing of Cities
  • Listing of Counties
• San Francisco Controller's Office
  

Nonprofit Resources

• Alliance for Nonprofit Management
• Basic Overview of  U.S. Nonprofit Financial Management
• Nonprofit Financial Center
• Nonprofit Genie

Professional Associations

• American Society for Public Administration
• Association for Budgeting and Financial Management
• Government Finance Officers Association
  • Digital Library on Budgeting and Financial Management
  • Government Services

• National Academy of Public Administration
  • Center for Improving Government Performance
  • Government Performance Results Act (GPRA) Knowledge Center

Accounting and Performance Resources

• Financial Accounting Standards Board
• Government Accounting Standards Board
  • Reporting Performance Information: Suggested Criteria for Effective Communication
• Government Performance Results Act (GPRA) Knowledge Center
• The Performance Institute
• Internal Revenue Service Balanced Measurement System
• Kennedy School of Government Management Through Performance Measurement
• Performance Measurement for Government
• President's Management Agenda
• Rating the Performance of Government (U.S. OMB)
  

Budgeting Skills

• Budget Development and Sample Budgets
• Budget Justification
• Budget Justifications-- U.S. AID
• Examples of Grant / Budget Processes
• Budget Office, Bowling Green State
• University of Washington Recharge Budget Examples